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Fidelity MSCI Financials Index ETF

175 hedge funds and large institutions have $648M invested in Fidelity MSCI Financials Index ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
3.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
23
Increased
80
Reduced
39
Closed
15
Calls
$452K
Puts
$283K
Net Calls
+$169K
Net Calls Change
+$169K
Name Market Value Shares Shares
Change
Shares
Change %
First Manhattan
151
First Manhattan
New York
$28K 550
Citigroup
152
Citigroup
New York
$27K 510 -3,150 -86%
FP
153
Financial Perspectives
Minnesota
$24.4K 466 -22,246 -98%
CTC
154
Central Trust Company
Missouri
$23K 440 +440 New
CFO
155
CVA Family Office
Colorado
$22K 425
DAM
156
Delta Asset Management
Tennessee
$22K 411
IA
157
IFP Advisors
Florida
$20K 391 -225 -37%
CAAS
158
Capital Asset Advisory Services
Michigan
$18K 353 +353 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$17K 320 +42 +15%
AssetMark Inc
160
AssetMark Inc
California
$17K 334 +307 +1,137%
EW
161
Element Wealth
Mississippi
$15K 286 +2 +0.7%
TCM
162
Tradewinds Capital Management
Washington
$14K 270 +1 +0.4%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$12K 231
PMFA
164
Plante Moran Financial Advisors
Michigan
$11K 209 +63 +43%
EIP
165
Ellis Investment Partners
Pennsylvania
$10K 200
S
166
SignatureFD
Georgia
$10K 193
William Blair & Company
167
William Blair & Company
Illinois
$9K 170 +20 +13%
BFC
168
Bedel Financial Consulting
Indiana
$7K 135
IWMWV
169
Ironwood Wealth Management (West Virginia)
West Virginia
$7K 125
COCM
170
Charter Oak Capital Management
New Hampshire
$6K 207
AWM
171
Avior Wealth Management
Nebraska
$4K 77
SIS
172
Sound Income Strategies
Florida
$4K 80
HNB
173
Huntington National Bank
Ohio
AIL
174
AGF Investments LLC
Ontario, Canada
$2K 42 +4 +11%
SMG
175
Spectrum Management Group
Indiana
$2K 32 +32 New